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Access to Profitabiltiy Reports Only

I am running QB Premier Plus Contractor edition and want user to run profitability reports.  Can this be done in this version?

5 Comments
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Re: Access to Profitabiltiy Reports Only

open the job in the customer lists, top right there is a link for a job profitability report

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Re: Access to Profitabiltiy Reports Only

My first time using the community site.  Thank you so much for your quick feedback.  I'm the Admin and I'm able to pull up those reports.  Our estimators are wanting to pull up profitability reports on their jobs.  So I am not sure what type of user


@Rustler wrote:

open the job in the customer lists, top right there is a link for a job profitability report


access do they need.
Not applicable

Re: Access to Profitabiltiy Reports Only

My first time using the community site.  Thank you so much for your quick feedback.  I'm the Admin and I'm able to pull up those reports.  Our estimators are wanting to pull up profitability reports on their jobs.  So I am not sure what type of user access they need.


@Rustler wrote:

open the job in the customer lists, top right there is a link for a job profitability report


access do they need.
Not applicable

Re: Access to Profitabiltiy Reports Only

My first time using the community site.  Thank you so much for your quick feedback.  I'm the Admin and I'm able to pull up those reports.  Our estimators are wanting to pull up profitability reports on their jobs.  So I am not sure what type of user access they need.

QuickBooks Team

Re: Access to Profitabiltiy Reports Only

They need the view access role to be able to view their job profitability report, cflores. 

 

Let me show you the easy steps: 

  1. Log in as a Master Admin and go to the Company menu.
  2. Select Users and click Set Up Users and Roles
  3. Look and select the first user.
  4. Click Edit
  5. Under the Roles section look and Add the View-Only role.
  6. Click OK and then Close.

Afterwards, you can let your users go their jobs and view their profitability report. 

 

You can use this reference if you want to assign further roles to any user. 

 

The Community is always around if you need more help. Have a great day ahead!

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